See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
QCI ASSET MANAGEMENT5 years Filed as: QCI ASSET MANAGEMENT, INC Service code 26 · EIN 16-1045618 | Advisory (Participants) | $120,770 |
GROGAN & STUFFLEBEAM, CPAS LLP10+ years Service code 10 · EIN 20-0389490 | Accounting | $22,500 |
RIMKUS, MARCIANO & ASSOCIATES, INC.10+ years Filed as: RIMKUS, MARCIANO & ASSOCIATES, INC Service code 15 · EIN 22-2725182 | Recordkeeping | $11,764 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,159 | $80,724+110.8% | $103,333+64.7% | $74,495+128.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.31% | 27.56%-15.3pp | 24.88%-12.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $22,387 | $3,157+609.1% | $3,868+478.8% | $2,623+753.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $654 | $2,368-72.4% | $8,355-92.2% | $1,942-66.3% |